Veteran media fund manager Hal Vogel worries about stock market collapse
Veteran media-fund manager Hal Vogel has watched, warily, as media and entertainment stocks have mounted a spectacular run-up in the past year, with an average gain of 42% among big conglomerates Time Warner Inc., CBS Corp., Walt Disney Co., Comcast…
Courts could eventually help Netflix, Google and others in cable wars
I’ve argued in this space that Netflix, Amazon Prime and other “over the top” online video providers can only be as successful as the conglomerates who own studios and networks allow them to be, since they decide what content to…
Cable could be headed for a wreck, but studios, networks can (and probably will) prevent it
Michael Wolff has a smart take on the future of the cable business in USA Today, arguing that the industry is foolishly trying to stave off a la carte in the face of its obvious inevitability. “TV Everywhere” is doomed…
Bernstein’s Juenger reaffirms Market Perform rating on CBS, lifts price target
Sanford C. Bernstein analyst Todd Juenger reiterated his market perform rating on CBS Corp. stock Friday, and lifted his price target to $46 from $43. Though the company reported fourth-quarter results late Thursday that fell short of most earnings and…
Netflix turns originals focus to kids with DreamWorks Animation deal
Netflix Inc., with the wind at its back from the launch of its “House of Cards” original series last week, said Tuesday that it will collaborate with DreamWorks Animation SKG to create its first program for children. The Netflix series…
Starz shuts door on Netflix with Sony pay-TV deal
Starz Inc. became the latest premium cable entity to solidify its position in the subscription video-on-demand realm on Monday, with news that it has extended its pay-TV deal with Sony Pictures Entertainment through 2021. The agreement leaves Netflix Inc. out…
CBS, Amazon in SVOD deal for Spielberg series
CBS said Monday that it has entered into a deal with Amazon that will give the retail giant’s Amazon Prime the exclusive right to offer streamed episodes of the new show from Stephen Spielberg‘s production company, “Under The Dome,” during…
Entertainment analyst Tuna Amobi talks Disney, TV Everywhere
Over Most Of These Stations chatted with S&P Capital IQ analyst Tuna Amobi Wednesday about Disney’s results, and the company’s earnings call on Tuesday evening. Regarding Chairman Bob Iger’s explanation for choosing Netflix as the company’s pay-TV partner starting in…
Netflix ‘House of Cards’ gambit is ‘great,’ and other thoughts from Time Warner call
A few items from Wednesday morning’s conference call with analysts after Time Warner Inc. reported better-than-expected fourth-quarter results: 1. Time Warner Chief Executive Jeff Bewkes said Netflix‘ release of all 13 first-season episodes of its original series “House of Cards”…